Simple pricing

A plan for your portfolio.

Start with one investment account. Add more exchange connections and automation as your portfolio grows.

Billing frequency

Free

Get to know your portfolio.

$0 / month

Free · No subscription payment

Get started
  • 1 exchange connection
  • Portfolio dashboard
  • Custom allocations

Premium

More accounts. The same clear view.

$29.99 / month

Billed monthly · USD

Get started
  • 10 exchange connections
  • Everything in Pro
  • Daily rebalancing
  • Dynamic cash allocation
  • No cash-value limits

All prices in USD. Exchange trading fees are separate.

Find the right fit for your accounts
What’s includedFreeProPremium
Exchange connections1310
Portfolio dashboardIncludedIncludedIncluded
Custom allocationsIncludedIncludedIncluded
Exclude selected holdingsIncludedIncludedIncluded
Manual rebalancingNot includedIncludedIncluded
Daily rebalancingNot includedIncludedIncluded
Dynamic cash allocationNot includedIncludedIncluded

Good to know

A few details, up front.

Can I rebalance automatically?

Yes. Daily rebalancing is included in Pro and Premium. Start your first run, then enable a daily run at your chosen time and timezone. Only holdings outside their allocation ranges need correction. You can also run manually or pause rebalancing in the app.

How does dynamic cash work?

You set a reference amount, a minimum and maximum cash percentage, and the performance levels where those percentages apply. As managed value rises relative to your reference, the cash target increases; as it falls, the target decreases, within your limits. The remaining target allocation keeps the same relative split between your holdings. Updated targets are applied when rebalancing runs. Deposits and withdrawals affect this comparison, so it is not a measure of investment return.

How much does Rebalio cost?

Free is $0. Pro is $11.99 per month and Premium is $29.99 per month. Annual billing saves 20%: $115.10 per year for Pro or $287.90 for Premium. All prices are in USD.

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Are exchange trading fees included?

No. Your exchange charges its own trading fees when orders execute. Those fees are separate from your Rebalio subscription, and market prices can move while an order is filled.

All frequently asked questions

Your portfolio. Your rules.

A little less checking.
A lot more clarity.

Bring your accounts together and keep your investments aligned with the plan you choose.

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